Outsourced CTO (“OCTO”) offers an all-in-one solution to technology innovation strategy and guidance for small to mid-sized wealth/asset management firms.
Our team of former wealth executives have successfully led and delivered innovation projects for prominent small, midsize and large RIA, wealth, and family office firms.
We operate in an evidence-based consulting model; conducting intellectual and advisory-based research on technology and business issues which drives informed strategy and decisions for our clients.
